Institutional Ownership Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
789,027
shares
|
$71.6 Million
2.31% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
412,838
shares
|
$37.5 Million
8.11% of portfolio
|
Q1 2025
Added 1227.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
308,851
shares
|
$28 Million
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
251,380
shares
|
$22.8 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
247,776
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
214,183
shares
|
$19.4 Million
0.01% of portfolio
|
Q1 2025
Added 136.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
187,357
shares
|
$17 Million
1.99% of portfolio
|
Q2 2023
Added 2.68%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
180,473
shares
|
$16.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
115,507
shares
|
$10.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
101,778
shares
|
$9.24 Million
0.91% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
97,466
shares
|
$8.85 Million
1.29% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
82,932
shares
|
$7.53 Million
1.58% of portfolio
|
Q4 2022
Reduced 73.83%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
82,932
shares
|
$7.53 Million
1.58% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
72,657
shares
|
$6.6 Million
0.77% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
69,374
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.59%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
63,216
shares
|
$5.74 Million
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,041
shares
|
$5.54 Million
0.12% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
52,151
shares
|
$4.73 Million
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
43,198
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
38,851
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Added 42.88%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
37,515
shares
|
$3.41 Million
3.46% of portfolio
|
Q1 2025
Added 36.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
35,544
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
29,630
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
27,999
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,359
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Added 5.55%
|